# INTU * Highest-quality business relative to current valuation. * Dominant positions in TurboTax, Credit Karma and QuickBooks. * Very high switching costs. * AI likely strengthens rather than disrupts the moat. * Trades well below the premium multiple many …
The problem with AMZN, MSFT, and META is GOOGL. My averages for these stocks AMZN ($215), MSFT ($360), META ($600), GOOGL ($160). During Amazon's earnings, the cloud earnings growth was 28%, which is very impressive considering how big AWS already …
The Las Vegas Sphere is great and all, I see their marketing on instagram but I genuinely don't understand what's going on with SPHR. Google finance has it at a 110 PvE ratio. Its up 287.08% over the past year. …
Hi guys, this is my first time posting here, so I apologize in advance if this question does not belong here. I have been trading for a few years now, and I usually use technical analysis. This group has inspired …
Firefly just secured **$110M in financing** to support a Texas expansion and ramp up spacecraft manufacturing, which on the surface sounds like a meaningful positive for the business. What’s interesting is that the stock has still been under pressure despite …
Maybe this is boring, but if I had to choose between Microsoft and Nvidia for the next decade, I’d still lean Microsoft here. Nvidia obviously has the bigger upside if the AI buildout keeps going full speed, but it also …
I don't work in software. I'm in the military, and the only publicly traded software provider I regularly use through my job is the standard Microsoft Office suite, AFAIK. My specific job is pretty niche, so I don't really have …
I was looking at today's market action and one thing stood out: this wasn't just a U.S. tech selloff. The Magnificent 7 names were under pressure, but the weakness also spread to major Asian semiconductor companies like Samsung and SK …
I have been using some open-source and open Weight models in these last few days and at least for my applications it appears they are almost 80-90% as good as the paid ones like Claude or OpenAI codex. I don't …
BellRing Brands showed up on my screen a month ago. The stock plummeted from $60 to $8. I did some high-level analysis and determined that it was worth digging in. After further research, I came to the conclusion that investors …